Joel Greenblatt’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Joel Greenblatt’s Portfolio DFJ Stock Details DFJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Hold	12,607	–	–	﹤0.01%	1280
2026 Q1	$1.29M	Hold	12,607	–	–	﹤0.01%	1238
2025 Q4	$1.21M	Hold	12,607	–	–	﹤0.01%	1201
2025 Q3	$1.2M	Buy	12,607 +5,795	+85%	+$528K	0.01%	1144
2025 Q2	$584K	Buy	+6,812	New	+$559K	﹤0.01%	1285

Other funds holding DFJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $563M AUM 21.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

Joel Greenblatt's DFJ Position: Q2 2026 in Review

Joel Greenblatt held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q2 2026 at 12,607 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

Joel Greenblatt first reported a position in DFJ in Q2 2025 and has held it in 5 quarters since. 79 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Joel Greenblatt held 12,607 shares of WisdomTree Japan SmallCap Dividend Fund worth $1.33M as of Q2 2026.
Joel Greenblatt left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1280 holding.
Joel Greenblatt first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
79 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.